Here to Help You:

Expert advice ON YOUR retirement and financial wellness needs:

CAPTRUST Financial Advisors, the independent financial advisory firm that works on the听黑料不打烊 Retirement Plans, will be conducting individual meetings as follows:

Dates Location Meeting Room
April 22nd, 23rd听and May 15th Spong Hall 鈥 5255 Hampton Blvd, Norfolk, VA Conference Room 1508
April 30th, May 13迟丑,听and 14th EVMS Waitzer Hall 鈥 735 Fairfax Avenue, Norfolk, VA Room 989

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Topics covered in the forty-five-minute individual advisory sessions include, but are not limited to the following:

听听鈥 Retirement and general financial planning 鈥 Investment education and advice

听 You also will have an opportunity to create a Retirement Blueprint, CAPTRUST鈥檚 interactive retirement readiness tool.
听听To learn more about the Blueprint you can view a short, informative video by clicking听.

听 These one-on-one sessions are offered to you solely as a benefit; be assured that CAPTRUST's role is not to sell you听anything, but purely to help you make sound investment decisions.

  1. Click 鈥満诹喜淮蜢 鈥撯 and then click continue at the bottom.
  2. Choose the 45-minute session you wish to attend.
  3. Enter your information and click听Schedule It. A confirmation email will then be sent immediately.
  4. A reminder email will also be sent 24 hours in advance of the meeting.
  5. If you need to cancel or change your meeting time, click the link received in the confirmation/reminder email.
    Then enter your last name and confirmation number.
  6. If you have any questions or need assistance, please call CAPTRUST at 800.967.9948.

听听 To best be prepared for these sessions, please make sure you have the information you want to include in your听Blueprint calculations, such as retirement account balances and current contributions to retirement accounts.听You will also want to bring login information for your retirement website.

听听听If you cannot make a live session, but still want to create a Blueprint or need further advice, the CAPTRUST at听Work Desk is also available. Appointments can be made with the CAPTRUST at Work Desk by visiting:听.

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